FCIVX Mutual Fund

NAV$14.00

Returns Overview

1 Month
+0.87%
3 Months
+1.38%
6 Months
+9.32%
YTD
+8.81%
1 Year
+13.70%
3 Years (annualized)
+11.80%
5 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCIVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+10.15%
vs Peers
-1.33%

FCIVX Mutual Fund Performance

FCIVX performance across multiple time periods: 1-month 0.87%, YTD 8.81%, 1-year 13.70%, 3-year 11.80%, 5-year 8.02%.

FCIVX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

FCIVX performance comparison shows side-by-side returns with another fund. FCIVX alternatives are available in the Mutual Fund Screener.